Rachel Davis in

Rachel Davis

Energizer · DISC type I
Qualifications Specialist/New Business Associate at Walser Wealth Management
📍 Greater Tampa Bay Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
11 Years
Current Role
Qualifications Specialist/New Business Associate
Location
Greater Tampa Bay Area, United States
Personality Overview

How Rachel shows up

Full Of Energy
Informal
Relationship Oriented

They are really good at seeing what the long-term impacts of their decisions could be. They are always positive and upbeat, so take their promises with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Priorities

Topics Rachel cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2023
Qualifications Specialist/New Business Associate
Walser Wealth Management
8-2021 - 7-2023
Office Manager
Ag Metrics Group (Formerly Pacific Ag Group)
2017 - 2-2022
Owner
Make It Clean Central FL, LLC
6-2020 - 8-2021
Customer Service Representative
Sun Country Cleaners
12-2016 - 6-2017
Inventory Control Specialist
Everest Parts Supplies
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2021
Bachelor of Applied Science - BSAS
University of South Florida
2012 - 2014
Associate of Science - AS
Keiser University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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